Outreach & marketing
Email blasts, SMS, robocalls, and reaching your supporters.
23 articles
- A tour of Marketing & OutreachWhere to find your campaign's communication tools — Email Studio, SMS Center, WhatsApp, Robocalls, and the Link Center — and how to get each channel turned on.
- Sending an email blastChoose an audience, write, review, and send a branded email to your teams, donors, or an uploaded list with the Email Studio's three-stage journey.
- Designing emails and working with draftsBuild polished emails with drag-and-drop content blocks — your work saves automatically as shared drafts the whole campaign team can pick up.
- When your emails actually go outHow email blasts are queued and delivered in the background, how to track progress, and how to time a send well.
- Recipient lists and the suppression listHow Pledgix builds your final email recipient list — deduplication, validation, and the do-not-send suppression list that protects your deliverability.
- Why an email may not arriveThe most common reasons a recipient didn't get your blast — from suppression and bounces to spam filtering — and what you can do about each.
- Sending SMS to your teamsCompose and send a text-message blast from the SMS Center — with personalization variables, a live phone preview, and per-recipient delivery tracking.
- Scheduling SMS and time zonesSchedule a text blast for later, understand which time zone the picker uses, and know what happens between scheduling and sending.
- SMS content rules — links, length, and blocked wordsThe carrier-compliance rules every text must pass before sending — which links are allowed, how message length works, and what content is blocked.
- Texting beyond your team roster (Open SMS Recipients)By default, SMS blasts go only to your team leaders. Here's how the Open SMS Recipients approval works and what it unlocks.
- Sending a voice broadcast (robocall)Record or type your message, add recipients, and launch a phone broadcast — with automatic Do Not Call screening and legal calling-hours protection.
- Uploading recipient lists from Excel or CSVHow to prepare and upload spreadsheets of email addresses or phone numbers for blasts — column detection, limits, and personalization from your own columns.
- Do Not Call and opt-out managementHow your campaign's Do Not Call list works, how numbers get on it, and how to manage it — including undoing a block added by mistake.
- Tracking delivery — sent, delivered, failedHow to read the delivery statuses across email, SMS, and voice broadcasts, and what each number in your History views really means.
- The text-in assistant — supporters can text your campaign numberCampaigns with a phone number get an automated SMS assistant that replies to supporters with live totals, donation links, and team stats.
- Choosing between email, SMS, and voiceEach channel has different strengths, costs, and rules. A practical guide to picking the right one for each message — and combining them well.
- Consent, quiet hours, and complianceThe guardrails Pledgix enforces automatically — calling windows, opt-outs, content screening — and the responsibilities that remain yours.
- Troubleshooting failed sendsA symptom-by-symptom guide to the error messages you may see in Email Studio, SMS Center, and Robocalls — and how to fix each one.
- The Link Center — tracking links for every blastCreate a trackable link for each email, WhatsApp broadcast, or poster — and see exactly how many clicks, donations, and dollars each source produced.
- WhatsApp campaigns — templates, approval, and blastsSend WhatsApp blasts to your teams or uploaded lists using Meta-approved message templates — request a template, track its review, then send or schedule.
- Text-message keywords — STOP, START, and HELPWhat happens when someone texts STOP, START, or HELP back to your campaign number — and how blocked recipients appear in your send reports.
- Your Marketing Hub — blasts outside a campaignThe account-level Marketing Hub lets you send SMS, email, and voice broadcasts to your own uploaded lists — with a cost estimate and consent confirmation before every send.
- Getting a dedicated phone number for your campaignBuy your campaign its own donation hotline for $30 per 30 days — donors just call, no PIN needed. How to purchase, extend, auto-renew, and what happens at expiry.